Skip to content
Disclosery

WBI INVESTMENTS, LLC: SF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WBI INVESTMENTS, LLC on SF, newest first. How the timeline and the estimate are built.

WBI INVESTMENTS, LLC held 8,370 SF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,370 shares
    Change vs previous 13F +3,540 shares

    0.14% of the 13F portfolio, value $583,975.

    13F-HR 0001397424-26-000004 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,830 shares
    Change vs previous 13F -5,148 shares

    0.1% of the 13F portfolio, value $356,996.

    13F-HR 0001397424-26-000003 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • WBI INVESTMENTS, LLC: 4,830 shares
    • MILLINGTON SECURITIES, LLC: 4,830 shares (included in another member's report, not added)

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,978 shares
    Change vs previous 13F +4,903 shares

    0.33% of the 13F portfolio, value $1,249,408.

    13F-HR 0001397424-26-000001 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,075 shares
    Change vs previous 13F -3,869 shares

    0.15% of the 13F portfolio, value $575,860.

    13F-HR 0001397424-25-000011 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,944 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $928,208.

    13F-HR 0001397424-25-000008 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).